Wealthspire Advisors, LLC New Holdings in Q3 2024

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.15M
New
$46.18 - $48.92 $53.1M - $56.2M
1.15M $55.9M
DFAU
Dimensional ETF Tr

ETFs
1.24M
New
$35.8 - $39.69 $44.3M - $49.1M
1.24M $49.1M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
900K
New
$25.38 - $26.27 $22.8M - $23.7M
900K $23.7M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
918K
New
$24.38 - $25.2 $22.4M - $23.1M
918K $23.1M
DUHP
Dimensional ETF Tr Dimensional

ETFs
377K
New
$30.74 - $34.07 $11.6M - $12.9M
377K $12.9M
DIHP
Dimensional ETF Tr Dimensional

ETFs
381K
New
$25.23 - $27.94 $9.61M - $10.6M
381K $10.6M
PVAL
Putnam ETF Tr Putnam Focused L
277K
New
$35.03 - $37.94 $9.7M - $10.5M
277K $10.5M
HYD
Vaneck High Yield Muni ETF

ETFs
198K
New
$51.46 - $53.07 $10.2M - $10.5M
198K $10.5M
MGV
Vanguard Mega Cap Value

ETFs
73.7K
New
$118.0 - $128.28 $8.7M - $9.46M
73.7K $9.46M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
240K
New
$24.27 - $27.34 $5.82M - $6.55M
240K $6.44M
GBIL
Goldman Sachs Access Treasury

ETFs
53.6K
New
$99.7 - $100.3 $5.34M - $5.37M
53.6K $5.37M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
132K
New
$32.04 - $37.11 $4.23M - $4.9M
132K $4.81M
DFAS
Dimensional ETF Tr U S Small C

ETFs
50.6K
New
$59.25 - $65.33 $3M - $3.31M
50.6K $3.28M
DFIV
Dimensional ETF Tr

ETFs
82.9K
New
$34.66 - $38.38 $2.87M - $3.18M
82.9K $3.16M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
144K
New
$19.88 - $21.63 $2.86M - $3.11M
144K $3.09M
TILT
Flexshares Tr

ETFs
13.2K
New
$192.68 - $212.84 $2.54M - $2.81M
13.2K $2.81M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
23.9K
New
$91.41 - $101.59 $2.19M - $2.43M
23.9K $2.43M
JCPB
J P Morgan Exchange Traded Fd

ETFs
44.7K
New
$45.87 - $48.53 $2.05M - $2.17M
44.7K $2.16M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
39K
New
$46.96 - $52.62 $1.83M - $2.05M
39K $2.03M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
46.3K
New
$41.34 - $43.55 $1.91M - $2.01M
46.3K $2M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
43.1K
New
$30.27 - $34.42 $1.3M - $1.48M
43.1K $1.47M
ITM
Vaneck Intermediate Muni ETF

ETFs
28K
New
$45.67 - $47.0 $1.28M - $1.32M
28K $1.31M
CMF
Ishares California Muni Bond E

ETFs
22.5K
New
$56.65 - $58.17 $1.28M - $1.31M
22.5K $1.31M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
13.4K
New
$71.86 - $78.56 $963K - $1.05M
13.4K $1.05M
O
Realty Income Corp

Real Estate
16.4K
New
$52.36 - $63.42 $856K - $1.04M
16.4K $1.04M
AJG
Arthur J. Gallagher & Co.

Financial Services
3.63K
New
$259.22 - $299.75 $940K - $1.09M
3.63K $1.02M
WPC
W. P. Carey Inc.

Real Estate
11.6K
New
$54.63 - $63.96 $633K - $741K
11.6K $721K
PNQI
Invesco Nasdaq Internet ETF

ETFs
15.4K
New
$37.37 - $43.48 $574K - $668K
15.4K $667K
URTH
Ishares Msci World ETF

ETFs
3.87K
New
$140.68 - $156.99 $544K - $607K
3.87K $606K
CYBR
Cyber Ark Software Ltd.

Technology
2.05K
New
$241.52 - $291.61 $495K - $598K
2.05K $597K
PWR
Quanta Services, Inc.

Industrials
2K
New
$239.58 - $298.23 $478K - $596K
2K $594K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
7.98K
New
$61.97 - $69.37 $495K - $554K
7.98K $551K
ICF
Ishares Tr

ETFs
7.93K
New
$56.77 - $67.33 $450K - $534K
7.93K $522K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
4.32K
New
$109.24 - $121.48 $472K - $525K
4.32K $517K
CDW
Cdw Corp

Technology
2.22K
New
$206.67 - $239.84 $459K - $532K
2.22K $502K
FNDF
Schwab Fundamental Intl Large

ETFs
12.1K
New
$33.67 - $37.71 $407K - $455K
12.1K $451K
ANSS
Ansys Inc

Technology
1.38K
New
$296.54 - $331.25 $408K - $456K
1.38K $438K
AVY
Avery Dennison Corp

Industrials
1.95K
New
$202.27 - $224.18 $394K - $436K
1.95K $429K
IWC
Russell Micro Cap ETF

ETFs
3.46K
New
$112.21 - $129.46 $388K - $448K
3.46K $426K
IWY
Ishares Tr Russell 200 Growth

ETFs
1.87K
New
$194.66 - $225.97 $364K - $422K
1.87K $411K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
9.41K
New
$38.33 - $42.48 $361K - $400K
9.41K $395K
CPRT
Copart Inc

Consumer Cyclical
7.52K
New
$49.19 - $55.54 $370K - $418K
7.52K $393K
RRX
Regal Rexnord Corp

Industrials
2.3K
New
$132.18 - $174.25 $304K - $401K
2.3K $381K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
6.05K
New
$55.51 - $61.51 $336K - $372K
6.05K $368K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
6.16K
New
$52.1 - $59.66 $321K - $368K
6.16K $365K
APD
Air Products & Chemicals, Inc.

Basic Materials
1.19K
New
$247.34 - $300.11 $294K - $357K
1.19K $353K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2.03K
New
$152.9 - $180.39 $310K - $366K
2.03K $353K
FDRV
Fidelity Covington Tr Elec Veh
24.4K
New
$12.03 - $14.8 $293K - $361K
24.4K $342K
FRT
Federal Realty Investment Trust

Real Estate
2.93K
New
$100.42 - $117.38 $295K - $344K
2.93K $337K
Activity Summary
Buys All Purchases 486 New Holdings 118 Increased Positions 368 Sells All Sells 191 Reductions 191 Sold out 0 Options Calls 0 Puts 0
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